0001347935-11-000012.txt : 20111021
0001347935-11-000012.hdr.sgml : 20111021
20111021115848
ACCESSION NUMBER: 0001347935-11-000012
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20110930
FILED AS OF DATE: 20111021
DATE AS OF CHANGE: 20111021
EFFECTIVENESS DATE: 20111021
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Aris Wealth Services, Inc.
CENTRAL INDEX KEY: 0001347935
IRS NUMBER: 251724474
STATE OF INCORPORATION: PA
FISCAL YEAR END: 0930
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12746
FILM NUMBER: 111151772
BUSINESS ADDRESS:
STREET 1: 270 WALKER DRIVE
STREET 2: P.O. BOX 1318
CITY: STATE COLLEGE
STATE: PA
ZIP: 16804-1318
BUSINESS PHONE: 814-231-3710
MAIL ADDRESS:
STREET 1: 270 WALKER DRIVE
STREET 2: P.O. BOX 1318
CITY: STATE COLLEGE
STATE: PA
ZIP: 16804-1318
13F-HR
1
edgar093011.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Quarter Ended: September 30, 2011
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Aris Wealth Services, Inc.
Address: 270 Walker Drive
State College, PA 16801
13F File Number: 028-12746
The institutional investment manager filing this report
and the person by whom it is signed hereby represent
that the person signing the report is authorized to
submit it, that all information contained herein is
true, correct and complete, and that it is
understood that all required items, statements,
schedules, lists, and tables, are
considered integral parts of this submission.
Person Signing this Report on Behalf of Reporting Manager:
Name: Chas Boyd
Title: CCO
Phone: 814-231-3710
Signature, Place, and Date of Signing:
Chas Boyd
State College, PA
February 11, 2008
Report Type (Check only one.):
[X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 70
Form 13F information Table Value Total: $31,798
(x$1000)
List of Other Included Managers: NONE
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
IShares TR Aggregate Bond PFD 464287226 3172 28804.0000SH SOLE 28804.0000 28804.0000
IShares Tr High Yld Corp PFD 464288513 598 7216.0000SH SOLE 7216.0000 7216.0000
AT&T Inc Com COM 00206R102 299 10475.402SH SOLE 10475.402 10475.402
Allstate Corp COM 020002101 232 9774.824 SH SOLE 9774.824 9774.824
Apache COM 037411105 381 4752.805 SH SOLE 4752.805 4752.805
Apple Computer COM 037833100 542 1421.000 SH SOLE 1421.000 1421.000
Axis Energy Corp Com COM 05462C103 3 63000.000SH SOLE 63000.000 63000.000
BMC Software COM 055921100 322 8355.000 SH SOLE 8355.000 8355.000
BPI Energy Holdings Com COM 055934103 0 31400.000SH SOLE 31400.000 31400.000
Bank of America Corp COM 060505104 113 18385.671SH SOLE 18385.671 18385.671
CB Finl Svcs Inc Com COM 12479G101 200 10740.000SH SOLE 10740.000 10740.000
CVS/Caremark Corp COM 126650100 248 7382.164 SH SOLE 7382.164 7382.164
Cisco Systems COM 17275R102 310 20031.702SH SOLE 20031.702 20031.702
Colgate Palmolive COM 194162103 762 8597.066 SH SOLE 8597.066 8597.066
ConocoPhillips COM 20825C104 484 7645.683 SH SOLE 7645.683 7645.683
Constellation Brands A COM 21036P108 275 15299.000SH SOLE 15299.000 15299.000
Costco Wholesale Corp New COM 22160K105 348 4236.076 SH SOLE 4236.076 4236.076
Danaher Corp COM 235851102 291 6940.586 SH SOLE 6940.586 6940.586
Darden Restaurants Inc COM 237194105 262 6122.614 SH SOLE 6122.614 6122.614
Exxon Mobil Corporation COM 30231G102 1177 16200.870SH SOLE 16200.870 16200.870
Federated Invs Inc PA B COM 314211103 217 12357.414SH SOLE 12357.414 12357.414
Fiserv Inc COM 337738108 286 5626.000 SH SOLE 5626.000 5626.000
Fluor COM 343412102 293 6295.000 SH SOLE 6295.000 6295.000
Freeport McMoran Copper & Gold COM 35671D857 212 6970.721 SH SOLE 6970.721 6970.721
Fulton Financial COM 360271100 92 11980.000SH SOLE 11980.000 11980.000
General Electric COM 369604103 676 44439.680SH SOLE 44439.680 44439.680
Gilead Sciences Inc COM 375558103 257 6633.000 SH SOLE 6633.000 6633.000
Google Inc Cl A COM 38259p508 359 697.000 SH SOLE 697.000 697.000
Harris Corp COM 413875105 242 7080.447 SH SOLE 7080.447 7080.447
IBM COM 459200101 916 5238.189 SH SOLE 5238.189 5238.189
IShares TR Russell 2000 COM 464287655 1024 15928.000SH SOLE 15928.000 15928.000
IShares TR S&P 500 Index COM 464287200 1419 12481.000SH SOLE 12481.000 12481.000
Idenix Pharmaceuticals Com COM 45166R204 150 30000.000SH SOLE 30000.000 30000.000
J P Morgan Chase & Co COM 46625h100 273 9066.215 SH SOLE 9066.215 9066.215
Johnson & Johnson COM 478160104 530 8329.343 SH SOLE 8329.343 8329.343
Kayne Anderson MLP Investment COM 486606106 2075 74571.034SH SOLE 74571.034 74571.034
Kohls COM 500255104 328 6674.489 SH SOLE 6674.489 6674.489
LSI Logic COM 502161102 264 50903.000SH SOLE 50903.000 50903.000
Laboratory Corp of Amer Hldgs COM 50540R409 258 3260.000 SH SOLE 3260.000 3260.000
Lowes COM 548661107 264 13633.273SH SOLE 13633.273 13633.273
MLP & Strategic Equity Fund, I COM 55312n106 1416 92237.035SH SOLE 92237.035 92237.035
Marriott Internatl Inc Class A COM fhb903208 0 11166.000SH SOLE 11166.000 11166.000
McKesson HBOC Inc COM 58155Q103 276 3797.019 SH SOLE 3797.019 3797.019
Merck & Co COM 58933y105 262 8002.000 SH SOLE 8002.000 8002.000
Metlife Inc COM 59156R108 219 7812.955 SH SOLE 7812.955 7812.955
Murphy Oil Corp COM 626717102 333 7548.902 SH SOLE 7548.902 7548.902
National Oilwell Varco Com COM 637071101 367 7168.079 SH SOLE 7168.079 7168.079
O Reilly Automotive COM 67103H107 370 5559.000 SH SOLE 5559.000 5559.000
Oracle Systems COM 68389X105 561 19529.876SH SOLE 19529.876 19529.876
PP&L Res PA COM 69351T106 306 10737.548SH SOLE 10737.548 10737.548
Pfizer COM 717081103 293 16570.000SH SOLE 16570.000 16570.000
Procter & Gamble COM 742718109 428 6781.641 SH SOLE 6781.641 6781.641
Public Service Enterprise Grp COM 744573106 289 8646.874 SH SOLE 8646.874 8646.874
Roper Industries Inc COM 776696106 309 4489.104 SH SOLE 4489.104 4489.104
Scripps Network Interactive In COM 811065101 220 5931.770 SH SOLE 5931.770 5931.770
Spider Trust UT Ser 1 COM 78462F103 1157 10225.000SH SOLE 10225.000 10225.000
St Jude Med Inc COM 790849103 250 6920.000 SH SOLE 6920.000 6920.000
Stericycle Inc COM 858912108 370 4585.000 SH SOLE 4585.000 4585.000
Target Corp COM 87612E106 320 6525.634 SH SOLE 6525.634 6525.634
Thermo Electron COM 883556102 277 5473.000 SH SOLE 5473.000 5473.000
Travelers Companies Com COM 89417E109 233 4778.939 SH SOLE 4778.939 4778.939
UNUM Corp COM 91529Y106 266 12692.914SH SOLE 12692.914 12692.914
Union Pacific COM 907818108 369 4513.564 SH SOLE 4513.564 4513.564
Valero Energy Corp COM 91913y100 262 14712.911SH SOLE 14712.911 14712.911
Verizon Communications COM 92343V104 488 13250.494SH SOLE 13250.494 13250.494
Wal Mart Stores COM 931142103 275 5289.472 SH SOLE 5289.472 5289.472
Watson Pharmaceutical Inc COM 942683103 361 5292.000 SH SOLE 5292.000 5292.000
Hcp Inc LTD 40414l109 428 12198.000SH SOLE 12198.000 12198.000
Health Care REIT, Inc. LTD 42217K106 446 9528.095 SH SOLE 9528.095 9528.095
Realty Income Corporation LTD 756109104 494 15334.713SH SOLE 15334.713 15334.713